Root Financial

Name: Root Financial
Address: 155 2nd Street, Jersey City, NJ, 07302, US
Telephone: (201) 688-7475
Price range: $$$
Rating: 5

Root Financial: Clear retirement planning and practical financial guidance.

5(2 reviews)

accountant

$$$

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About

Root Financial, located at 155 2nd St Suite 206, Jersey City, NJ 07302, offers accounting, finance consulting, and related professional services. Customer reviews highlight educational sessions with James and Ari, the Sequoia system, and retirement planning aligned with personal goals. A Zoom session with Ari is described as relaxed and no-pressure, earning 5/5-star ratings.

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Location

155 2nd St Suite 206, Jersey City, NJ 07302, USA

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Information

155 2nd Street

Jersey City, NJ, 07302

(201) 688-7475 www.rootfinancial.co/

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Services

Retirement Planning

Personalized strategies using the Sequoia system to align with your retirement goals and ensure financial security.

Financial Consulting

Expert advice on investments, savings, and wealth management tailored to your individual needs.

Accountancy Services

Comprehensive accounting solutions including tax planning, bookkeeping, and financial reporting for individuals and businesses.

Zoom Consultations

Convenient virtual sessions with financial advisors like Ari for relaxed, no-pressure discussions and detailed planning.

Educational Sessions

Informative workshops and resources to help you understand financial concepts and make informed decisions.

5.00 · 2 reviews

Harry C

via Google

· 2 years ago

I was so glad that I made the decision to contact ROOT Financial. While I had watched many many educational sessions from James and Ari, I learned in more detail about their Sequoia system and got the answers to my questions on how their approach in Retirement planning fits with our retirement goals. I had the pleasure to be in a Zoom call with none other than Ari himself - I'd say one of the most relaxed and no-pressure-sessions I had during our last 18 months, talking to various Financial Advisors. Ari, thank you for your time. Really appreciate it !

Francois Balmelle

via Google

· 3 years ago

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